Northern Graphite Comments on Impacts of US Decision to Impose Antidumping Tariffs on Chinese Graphite
Northern Graphite (OTCQB: NGPHF) has provided insights on significant U.S. trade developments affecting the graphite market. The U.S. Department of Commerce has imposed preliminary anti-dumping tariffs of 93.5% on Chinese graphite-based active anode material (AAM), bringing the total effective tariff rate to 160% when combined with other duties.
The measures are retroactive and require importers to post cash deposits on recent and future shipments. Chinese AAM imports to the U.S. were valued at $350 million in 2023 and $380 million in 2022. The final determinations for both anti-dumping and countervailing duty investigations are expected around December 5th, 2025.
Northern Graphite, North America's only natural graphite producer, plans to build one of the region's largest AAM plants in Baie-Comeau, Quebec, positioning itself to benefit from these trade developments and support domestic supply chains.
Northern Graphite (OTCQB: NGPHF) ha fornito aggiornamenti importanti sugli sviluppi commerciali negli Stati Uniti che influenzano il mercato del grafite. Il Dipartimento del Commercio degli USA ha imposto tariffe antidumping preliminari del 93,5% sul materiale anodico attivo (AAM) a base di grafite cinese, portando il tasso tariffario effettivo totale a 160% se considerate anche altre imposte.
Le misure sono retroattive e richiedono agli importatori di versare cauzioni in contanti sulle spedizioni recenti e future. Le importazioni di AAM cinese negli USA sono state valutate a 350 milioni di dollari nel 2023 e 380 milioni di dollari nel 2022. Le decisioni finali relative alle indagini antidumping e sui dazi compensativi sono previste intorno al 5 dicembre 2025.
Northern Graphite, unico produttore di grafite naturale del Nord America, ha in programma la costruzione di uno dei più grandi impianti di AAM della regione a Baie-Comeau, Quebec, posizionandosi per beneficiare di questi sviluppi commerciali e sostenere le catene di approvvigionamento nazionali.
Northern Graphite (OTCQB: NGPHF) ha proporcionado información sobre importantes desarrollos comerciales en Estados Unidos que afectan al mercado del grafito. El Departamento de Comercio de EE.UU. ha impuesto aranceles antidumping preliminares del 93,5% sobre el material activo de ánodo (AAM) a base de grafito chino, elevando la tasa arancelaria total efectiva al 160% al combinarse con otros gravámenes.
Las medidas son retroactivas y exigen a los importadores depositar garantías en efectivo sobre los envíos recientes y futuros. Las importaciones de AAM chino a EE.UU. se valoraron en 350 millones de dólares en 2023 y 380 millones de dólares en 2022. Se esperan las determinaciones finales de las investigaciones antidumping y de derechos compensatorios alrededor del 5 de diciembre de 2025.
Northern Graphite, el único productor de grafito natural en Norteamérica, planea construir una de las plantas de AAM más grandes de la región en Baie-Comeau, Quebec, posicionándose para beneficiarse de estos desarrollos comerciales y apoyar las cadenas de suministro nacionales.
Northern Graphite (OTCQB: NGPHF)는 흑연 시장에 영향을 미치는 미국의 중요한 무역 동향에 대해 정보를 제공했습니다. 미국 상무부는 중국산 흑연 기반 활성 음극재(AAM)에 대해 예비 반덤핑 관세 93.5%를 부과했으며, 다른 관세와 합산 시 총 유효 관세율은 160%에 달합니다.
이 조치는 소급 적용되며 수입업체가 최근 및 향후 선적에 대해 현금 보증금을 납부하도록 요구합니다. 2023년 미국으로의 중국산 AAM 수입액은 3억 5천만 달러, 2022년에는 3억 8천만 달러로 평가되었습니다. 반덤핑 및 상계관세 조사에 대한 최종 결정은 2025년 12월 5일경에 있을 예정입니다.
북미 유일의 천연 흑연 생산업체인 Northern Graphite는 퀘벡 주 베이-코모에서 지역 최대 규모의 AAM 공장 중 하나를 건설할 계획으로, 이러한 무역 변화에 대응하고 국내 공급망을 지원할 준비를 하고 있습니다.
Northern Graphite (OTCQB : NGPHF) a partagé des informations sur des évolutions commerciales majeures aux États-Unis affectant le marché du graphite. Le Département du Commerce américain a imposé des droits antidumping préliminaires de 93,5% sur le matériau anodique actif (AAM) à base de graphite chinois, portant le taux de droit effectif total à 160% en tenant compte d'autres taxes.
Ces mesures sont rétroactives et exigent des importateurs qu'ils déposent des cautions en espèces sur les expéditions récentes et futures. Les importations américaines d'AAM chinois étaient évaluées à 350 millions de dollars en 2023 et 380 millions de dollars en 2022. Les décisions finales concernant les enquêtes antidumping et compensatoires sont attendues aux alentours du 5 décembre 2025.
Northern Graphite, seul producteur de graphite naturel en Amérique du Nord, prévoit de construire l'une des plus grandes usines d'AAM de la région à Baie-Comeau, Québec, se positionnant ainsi pour tirer profit de ces évolutions commerciales et soutenir les chaînes d'approvisionnement nationales.
Northern Graphite (OTCQB: NGPHF) hat Einblicke in bedeutende Handelsentwicklungen in den USA gegeben, die den Graphitmarkt beeinflussen. Das US-Handelsministerium hat vorläufige Antidumpingzölle von 93,5% auf chinesisches Graphit-basiertes aktives Anodenmaterial (AAM) verhängt, wodurch der effektive Gesamttarif in Kombination mit anderen Abgaben auf 160% steigt.
Die Maßnahmen sind rückwirkend und verlangen von Importeuren, Kautionen für kürzliche und zukünftige Lieferungen zu hinterlegen. Die Einfuhren von chinesischem AAM in die USA hatten einen Wert von 350 Millionen US-Dollar im Jahr 2023 und 380 Millionen US-Dollar im Jahr 2022. Die endgültigen Entscheidungen zu den Antidumping- und Ausgleichszolluntersuchungen werden voraussichtlich um den 5. Dezember 2025 getroffen.
Northern Graphite, der einzige natürliche Graphitproduzent Nordamerikas, plant den Bau einer der größten AAM-Anlagen der Region in Baie-Comeau, Quebec, und positioniert sich damit, um von diesen Handelsentwicklungen zu profitieren und die heimischen Lieferketten zu unterstützen.
- New 160% total effective tariff on Chinese AAM creates significant competitive advantage for domestic producers
- Northern Graphite's position as North America's only natural graphite producer gives it unique market opportunity
- Planned AAM plant in Baie-Comeau positions company to capture growing domestic demand
- Retroactive nature of tariffs immediately impacts market dynamics in favor of domestic suppliers
- Final determinations pending until December 2025 creates temporary market uncertainty
- High capital requirements needed for building planned AAM plant
Ottawa, Ontario--(Newsfile Corp. - July 22, 2025) - Northern Graphite Corporation (TSXV: NGC) (OTCQB: NGPHF) (FSE:0NG) (XSTU: 0NG) (the "Company" or "Northern") is pleased to provide comment on and clarify recent developments in the US critical minerals industry that promote a shift toward domestic sourcing of graphite based active anode material ("AAM"), the largest component of lithium-ion batteries used in everything from power tools to electric vehicles.
The U.S. Department of Commerce's ("Commerce") preliminary determination last week that China is dumping AAM into the American market marks a change in the North American battery materials landscape, especially when viewed alongside President Donald Trump's "Big Beautiful Bill."
In its July 17 determination, Commerce imposed preliminary anti-dumping (AD) tariffs of
The measures are effective almost immediately and are retroactive, meaning importers must post large cash deposits on recent and future shipments. In a statement posted to its website, Commerce noted the value of AAM imports from China amounted to US
"Following the recent passing of the Big Beautiful Bill, which already puts pressure on battery manufacturers to source their materials from outside China or risk losing access to the 45X tax credit, this determination increases the likelihood that U.S. battery manufacturers will turn to regional suppliers like Northern," said Northern Chief Executive Officer Hugues Jacquemin. "Together, these developments strongly favour domestic sourcing and represent a historic opportunity for North America's only producer of natural graphite, Northern Graphite. With plans to build one of the region's largest AAM plants in Baie-Comeau, Quebec, Northern is well positioned to support a secure and sustainable graphite supply chain for North America as the market continues to develop."
Northern Graphite is a founding member of the North American Graphite Alliance (NAGA), a coalition formed to advance policy and promote investment in a secure domestic graphite supply chain. NAGA has worked actively to engage U.S. policymakers and advocate for trade measures and incentives that support the development of a sustainable and competitive graphite industry that can meet demand from legacy and defense applications and the rapid growth driven by the energy transition and widescale electrification.
The antidumping and countervailing duty cases were initiated by the American Active Anode Material Producers (AAAMP), a subset of NAGA, alongside other North American AAM industry petitioners with Commerce and the International Trade Commission (ITC) in December 2024. The anti-dumping investigation determined that AAM is being sold at less than fair value ("dumped"), and follows a separate, countervailing duty (CVD) investigation in which Commerce made a preliminary determination in May that affirmed that the Chinese government is subsidizing the production and supply of graphite AAM to the United States.
"While preliminary, this determination carries real and immediate legal weight," said Mr. Jacquemin. "It's a clear signal that efforts to establish a fair and competitive North American graphite industry are gaining traction."
The final determinations for both the AD and CVD investigations - which could result in higher tariffs - will be issued around December 5th, 2025.
View more on the Commerce determination here: Preliminary Affirmative Determination in the Antidumping Duty Investigation of Active Anode Material from the People's Republic of China.
View comments from the AAMP here: AAAMP Welcomes Commerce Ruling That China Is Wrongfully Dumping Graphite Into U.S. - North American Graphite Industry.
About Northern Graphite
Northern, the only flake graphite producing company in North America, is a Canadian, TSX Venture Exchange listed company that is focused on becoming a world leader in producing natural graphite and upgrading it into high-value products critical to the green economy, including anode material for lithium-ion batteries/EVs, fuel cells and graphene, as well as advanced industrial technologies. The Company's mine-to-battery strategy is spearheaded by its Battery Materials Division, which has a fully equipped, state-of-the-art laboratory in Frankfurt and is focused on developing advanced anode materials to improve the cycle life and increase the charging rate of lithium ion batteries.
Northern's graphite assets include the producing Lac des Iles mine in Quebec where the Company plans to increase production to meet growing demand from industrial customers and coming demand from North American battery makers. The Company also owns the large-scale, advanced stage Bissett Creek project in Ontario, the Mousseau Project in Quebec and the fully permitted Okanjande graphite mine in Namibia that is currently on care and maintenance. All projects have "battery quality" graphite and are located close to infrastructure in politically stable jurisdictions.
For media inquiries contact
Pav Jordan, VP of Communications
Email: pjordan@northerngraphite.com
For additional information
Please visit the Company's website at https://www.northerngraphite.com/home/, the Company's profile on www.sedarplus.ca our Social Channels listed below or contact the Company at (613) 271-2124.
Cautionary Note Regarding Forward-Looking Statements
This news release contains certain "forward-looking statements" within the meaning of applicable Canadian securities laws. Forward-looking statements and information are frequently characterized by words such as "plan", "expect", "project", "intend", "believe", "anticipate", "estimate", "potential", "possible" and other similar words, or statements that certain events or conditions "may", "will", "could", or "should" occur. Forward-looking statements in this news release include statements regarding, among others, the Company's plans to extend the mine life of its LDI mine, develop its Baie-Comeau Battery Anode Material facility, intentions to restart the Okanjande mine in Namibia and development plans for its other projects including Bissett Creek. All such forward-looking statements are based on assumptions and analyses made by management based on their experience and perception of historical trends, current conditions and expected future developments, as well as other factors they believe are appropriate in the circumstances. However, these statements are subject to a variety of risks and uncertainties and other factors that could cause actual events or results to differ materially from those projected including, but not limited to, unexpected changes in laws, rules or regulations, or their enforcement by applicable authorities; the failure of other parties to perform as agreed; social or labour unrest; changes in commodity prices; unexpected failure or inadequacy of infrastructure and the failure of ongoing and contemplated studies to deliver anticipated results or results that would justify and support continued studies, development or operations and the inability to raise required financing. Readers are cautioned not to place undue reliance on forward-looking information or statements.
Although the forward-looking statements contained in this news release are based on what management believes are reasonable assumptions, the Company cannot assure investors that actual results will be consistent with them. These forward-looking statements are made as of the date of this news release and are expressly qualified in their entirety by this cautionary statement. Subject to applicable securities laws, the Company does not assume any obligation to update or revise the forward-looking statements contained herein to reflect events or circumstances occurring after the date of this news release.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this news release.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/259585
FAQ
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